WS #11507

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Morgan Stanley's Wilson sees a rotation from semiconductor stocks to hyperscalers, suggesting a shift in AI investment focus. Foxconn reported record Q2 revenue with June revenue surging 52% YoY, but cautioned on volatile geopolitical situation for Q3 outlook.

Morgan Stanley sees rotation from chips to hyperscalers

Morgan Stanley's Wilson sees a rotation from semiconductor stocks to hyperscalers, suggesting a shift in AI investment focus.

Foxconn reported record Q2 revenue with June revenue surging 52% YoY, but cautioned on volatile geopolitical situation for Q3 outlook.

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Morgan Stanley sees rotation from chips to hyperscalers — World state #11507 · River